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TWFG (TWFG) Institutional Ownership

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$29.28 -0.79 (-2.63%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$66.16M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$82.46M
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TWFG Institutional Buying and Selling by Quarter

TWFG Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Giverny Capital Inc.652,452$15.69M0.5%+18.2%1.207%
8/22/2026 Blalock Williams LLC22,911$551K0.4%+14.9%0.042%
8/21/2026 Symphony Financial Ltd. Co.39,089$942K0.1%+153.7%0.072%
8/6/2026 Bank of New York Mellon Corp13,577$327K0.0%N/A0.025%
5/19/2026 Bank of America Corp DE54,111$995K0.0%+26.7%0.100%
5/18/2026 Royal Bank of Canada6,485$119K0.0%-9.7%0.012%
5/14/2026 Renaissance Technologies LLC118,327$2.18M0.0%+201.9%0.211%
5/7/2026 Dimensional Fund Advisors LP67,612$1.24M0.0%N/A0.120%
5/5/2026 Bank of New York Mellon Corp14,691$270K0.0%+20.1%0.026%
4/18/2026 Riverbridge Partners LLC549,614$10.11M0.2%-7.4%0.978%
2/19/2026 T. Rowe Price Investment Management Inc.2,847,719$81.93M0.1%+0.9%5.067%
2/18/2026 Susquehanna Portfolio Strategies LLC10,473$301K0.0%-38.3%0.019%
2/18/2026 Susquehanna Fundamental Investments LLC11,724$337K0.0%N/A0.021%
2/18/2026 Millennium Management LLC8,275$238K0.0%-63.7%0.015%
2/18/2026 Balyasny Asset Management L.P.9,890$285K0.0%N/A0.018%
2/17/2026 Schonfeld Strategic Advisors LLC26,848$772K0.0%+92.7%0.048%
2/17/2026 Gillson Capital LP169,065$4.86M0.3%+14.6%0.301%
2/17/2026 Price T Rowe Associates Inc. MD33,018$950K0.0%+5.8%0.059%
2/17/2026 T. Rowe Price Investment Management Inc.386,622$11.12M0.0%-86.3%0.688%
2/17/2026 Ghisallo Capital Management LLC50,000$1.44M0.1%-50.0%0.089%
2/17/2026 Russell Investments Group Ltd.1,421$41K0.0%-72.5%0.003%
2/17/2026 State of Wisconsin Investment Board25,641$738K0.0%+13.4%0.046%
2/17/2026 ExodusPoint Capital Management LP20,959$603K0.0%-47.2%0.037%
2/17/2026 Royal Bank of Canada7,178$207K0.0%+40.5%0.013%
2/17/2026 Blair William & Co. IL19,896$572K0.0%-29.2%0.035%
2/16/2026 Giverny Capital Inc.331,511$9.54M0.3%+10.4%0.590%
2/16/2026 Dockside LLC15,987$460K0.1%N/A0.028%
2/16/2026 Brasada Capital Management LP160,787$4.50M0.8%-5.1%0.286%
2/13/2026 State Street Corp64,366$1.85M0.0%+6.2%0.115%
2/13/2026 Dynamic Technology Lab Private Ltd16,252$468K0.1%N/A0.029%
2/13/2026 Lord Abbett & CO. LLC255,764$7.36M0.0%+179.8%0.455%
2/13/2026 Quadrant Capital Group LLC2,357$68K0.0%N/A0.004%
2/12/2026 Renaissance Technologies LLC39,200$1.13M0.0%+8.0%0.070%
2/11/2026 Capital International Investors958,490$27.58M0.0%+114.4%1.705%
2/10/2026 TD Asset Management Inc67,704$1.95M0.0%+8.6%0.120%
2/10/2026 Goldman Sachs Group Inc.53,303$1.53M0.0%-44.0%0.095%
2/10/2026 Central Securities Corp475,000$13.67M1.1%+5.6%0.845%
2/9/2026 Geode Capital Management LLC236,160$6.80M0.0%+7.5%0.420%
2/2/2026 Blalock Williams LLC11,942$344K0.3%+24.4%0.021%
2/2/2026 Fifth Third Bancorp896$26K0.0%+102.7%0.002%
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1/20/2026 Ascent Group LLC102,402$2.95M0.1%+13.3%0.182%
1/13/2026 Riverbridge Partners LLC593,744$17.08M0.3%+9.4%1.056%
11/17/2025 Giverny Capital Inc.300,317$8.24M0.3%+68.9%0.536%
11/17/2025 Woodline Partners LP58,003$1.59M0.0%N/A0.103%
11/17/2025 Alyeska Investment Group L.P.215,778$5.92M0.0%+2.0%0.385%
11/17/2025 Qube Research & Technologies Ltd52,693$1.45M0.0%-33.2%0.094%
11/17/2025 Millennium Management LLC22,811$626K0.0%-80.0%0.041%
11/17/2025 Bamco Inc. NY954,128$26.18M0.1%+5.8%1.701%
11/17/2025 Bank of America Corp DE30,180$828K0.0%-40.4%0.054%
11/17/2025 Boothbay Fund Management LLC20,000$549K0.0%-51.6%0.036%
11/17/2025 Alliancebernstein L.P.1,137,987$31.23M0.0%-3.0%2.029%
11/14/2025 Schonfeld Strategic Advisors LLC13,936$382K0.0%+7.5%0.025%
11/14/2025 Raymond James Financial Inc.29,650$814K0.0%+5,830.0%0.053%
11/14/2025 Two Sigma Investments LP139,192$3.82M0.0%+39.9%0.248%
11/13/2025 Sei Investments Co.11,970$328K0.0%+28.6%0.021%
11/13/2025 UBS Group AG46,172$1.27M0.0%+56.4%0.082%
11/13/2025 Capital International Investors447,021$12.27M0.0%-13.3%0.797%
11/13/2025 Russell Investments Group Ltd.5,168$142K0.0%N/A0.009%
11/13/2025 Blair William & Co. IL28,082$771K0.0%-1.4%0.050%
11/12/2025 Victory Capital Management Inc.351,478$9.65M0.0%+57.4%0.627%
11/12/2025 Central Securities Corp450,000$12.35M1.0%N/A0.802%
11/10/2025 TD Asset Management Inc62,362$1.71M0.0%+8.7%0.111%
11/7/2025Vanguard Group Inc.639,711$17.55M0.0%+3.2%1.141%
10/28/2025 Blalock Williams LLC9,599$263K0.2%N/A0.017%
10/20/2025 Ascent Group LLC90,402$2.48M0.1%+86.2%0.161%
10/14/2025 Riverbridge Partners LLC542,661$14.89M0.3%+57.6%0.968%
8/19/2025 State of Wyoming5,188$182K0.0%+42.0%0.009%
8/15/2025 State of Tennessee Department of Treasury4,435$155K0.0%N/A0.008%
8/15/2025 Man Group plc6,371$223K0.0%N/A0.011%
8/15/2025 Gilder Gagnon Howe & Co. LLC240,356$8.41M0.1%-0.7%0.429%
8/15/2025 BNP Paribas Financial Markets18,353$642K0.0%+145.2%0.033%
8/15/2025 Boothbay Fund Management LLC41,334$1.45M0.0%+225.5%0.074%
8/15/2025 Balyasny Asset Management L.P.76,871$2.69M0.0%-50.8%0.137%
8/15/2025 Bamco Inc. NY902,061$31.57M0.1%+3.9%1.609%
8/15/2025 Bank of America Corp DE50,618$1.77M0.0%+287.2%0.090%
8/14/2025 PDT Partners LLC14,057$492K0.0%-16.8%0.025%
8/14/2025 Lighthouse Investment Partners LLC53,994$1.89M0.1%-44.1%0.096%
8/14/2025 Jane Street Group LLC34,831$1.22M0.0%N/A0.062%
8/14/2025 Alliancebernstein L.P.1,172,985$41.05M0.0%+0.2%2.092%
8/14/2025 Sei Investments Co.9,310$326K0.0%-29.2%0.017%
8/14/2025 Next Century Growth Investors LLC144,398$5.05M0.4%+34.0%0.257%
8/13/2025 Marshall Wace LLP128,682$4.50M0.0%-15.3%0.229%
8/13/2025 1832 Asset Management L.P.15,063$527K0.0%-4.8%0.027%
8/13/2025 Quantbot Technologies LP4,053$142K0.0%+52.5%0.007%
8/13/2025 Seven Grand Managers LLC40,000$1.40M0.2%+33.3%0.071%
8/13/2025 Grandeur Peak Global Advisors LLC80,257$2.81M0.3%N/A0.143%
8/13/2025 Giverny Capital Inc.177,848$6.23M0.2%N/A0.317%
8/12/2025 XTX Topco Ltd14,899$521K0.0%N/A0.027%
8/12/2025 JPMorgan Chase & Co.6,903$242K0.0%-74.8%0.012%
8/8/2025 Geode Capital Management LLC152,243$5.33M0.0%-26.9%0.271%
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8/7/2025 Acadian Asset Management LLC71,738$2.51M0.0%+5.2%0.128%
8/1/2025 Envestnet Asset Management Inc.9,762$342K0.0%N/A0.017%
7/28/2025 TD Asset Management Inc57,394$2.01M0.0%+8.4%0.102%
7/24/2025 Blair William & Co. IL28,487$997K0.0%-9.1%0.051%
7/21/2025 Ascent Group LLC48,547$1.70M0.1%+10.6%0.087%
7/15/2025 Riverbridge Partners LLC344,267$12.05M0.2%N/A0.614%
6/27/2025 Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/21/2025Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122%
5/16/2025Woodline Partners LP51,674$1.60M0.0%-16.7%0.092%
5/16/2025Ascent Group LLC43,883$1.36M0.1%+131.0%0.078%


TWFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($81.93M), FMR LLC ($34.94M), Alliancebernstein L.P. ($31.23M), Capital International Investors ($27.58M), Bamco Inc. NY ($26.18M), Nuveen Asset Management LLC ($21.93M), and Vanguard Group Inc. ($17.55M).Learn more on TWFG's institutional investors.

Of the 81 institutional investors that purchased TWFG's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.29M), Bamco Inc. NY ($957.97K), T. Rowe Price Investment Management Inc. ($876.90K), Capital International Investors ($718.44K), Riverbridge Partners LLC ($593.74K), Nuveen LLC ($501.49K), and Central Securities Corp ($475K).

Institutional investors have bought a total of 2,435,509 shares in the last 24 months. This purchase volume represents approximately $66.16M in transactions.

Of the 16 institutional investors that sold TWFG's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($2.43M), Millennium Management LLC ($105.80K), Capital International Investors ($68.39K), Ghisallo Capital Management LLC ($50K), Riverbridge Partners LLC ($44.13K), Goldman Sachs Group Inc. ($41.84K), and Alliancebernstein L.P. ($35.00K).

Institutional investors have sold a total of 2,894,365 shares in the last 24 months. This volume of shares sold represents approximately $82.46M in transactions.


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Institutional ownership data for NASDAQ:TWFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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